See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,500 | $88,087+56.1% | $164,866-16.6% | $74,546+84.5% |
| Participation rate | 97.7% | 73.1%+24.6pp | 78.6%+19.1pp | 67.2%+30.5pp |
| Annual return | 16.65% | 17.27%-0.6pp | 69.97%-53.3pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $19,216 | $2,595+640.4% | $4,343+342.5% | $2,624+632.2% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |